| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 7.72 | 10,772 |
| 6 Month | 12.34 | 11,234 |
| 1 Year | 19.30 | 11,930 |
| 3 Year* | 10.15 | 13,365 |
| 5 Year* | 4.30 | 12,343 |
| 10 Year* | 5.69 | 17,392 |
| 15 Year* | 3.62 | 17,047 |
| 3.62 | 5.69 | 4.30 | 10.15 | 19.30 | 12.34 | 7.72 | 3.80 | 12.34 | Total Return % | ||
| -1.14 | -2.07 | -0.46 | -5.63 | -11.13 | -7.31 | -1.75 | -1.07 | -4.93 | +/- Large Value Category Trailing Return | ||
| 81 | 94 | 61 | 98 | 99 | 98 | 91 | 80 | 98 | Percentile Rank in Category | ||
| -- | 192 | 256 | 270 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -0.72 | -2.19 | -1.75 | -7.26 | -8.73 | -6.11 | -1.76 | -1.00 | -4.39 | +/- S&P 500 Trailing Return | ||
| -0.79 | -1.72 | 0.79 | -6.24 | -10.60 | -7.31 | -1.59 | -0.94 | -4.67 | +/- Morningstar Large Value Trailing Return | ||